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            Meridian Tax & Advisory

            JULY 2026 · CLIENT NEWSLETTER

          
            Mid-Year Is the Best Time to Adjust

            With half the year behind us, now is the ideal window to review your withholding, estimated payments, and any major income or expense events on the horizon. A few smart moves now can mean a significantly smaller bill in April.

            
              💡 Tax Tip of the Month


              If you received a large refund this year, you may be over-withholding — giving the IRS an interest-free loan. We can adjust your W-4 so that money stays in your paycheck each month instead.

            
            For business owners: if your Q2 revenue came in higher than expected, this is the time to consider additional retirement contributions, equipment purchases under Section 179, or accelerating deductible expenses before year-end.

            
          © 2026 Meridian Tax & Advisory · Unsubscribe · This is general information, not tax advice for your specific situation.

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Your practice, working smarterwhile you work with clients

Tax strategy and advisoryyou can actually rely on

Tax Preparation

Tax Planning

Bookkeeping

IRS Representation

Pre-qualifies leads so you only talk to ready clients

📁 Client Document Portal

Mid-Year Is the Best Time to Adjust

Ready to make your practicerun itself?

Your practice, working smarter
while you work with clients

Tax strategy and advisory
you can actually rely on

Ready to make your practice
run itself?